George Lanza - MEA, CBI, M&AMI, CSBA
President & Managing DirectorGeorge is the co-founder of Plethora Businesses. With more than 30 years of experience in management, consulting, business valuations, mergers & acquisitions, George is a recognized leader as an M&A advisor and business valuation appraiser. He has been involved in more than 2,500 valuation engagements and successfully closed more than 300 mergers & acquisitions transactions.
Mr. Lanza holds numerous leadership positions in key M&A organizations. In 2014, George was Chairman of the M&A Source Private Equity Expo and a Director of the International Business Brokers Association (IBBA). He was the 2013 Chairman of the IBBA and in 2009-2010, Chairman of the M&A Source. From 2008 to 2012, George was the Director of the California Association of Business Brokers (CABB).
George is one of only 80 business intermediaries holding the prestigious Mergers & Acquisitions Master Intermediary certification. He is a Certified Business Intermediary and is also certified as a Business Certified Appraiser and a Machinery & Equipment Appraiser. He holds a FINRA Registered Representative stock broker with a 63 and 7 securities licenses.
George is a sought leader in the business valuation and mergers & acquisitions fields, teaching mergers & acquisitions and business valuation-appraisal classes throughout the country. George is an IBBA University and M&A Source Association faculty member, he writes and teaches courses to M&A Bankers, Business Professional Advisors and Broker Professionals. He has authored numerous courses on valuation techniques and mergers & acquisitions. His classes provide educational credits to local and international members of M&A organizations. He also speaks at local colleges and universities in the business and entrepreneur departments and frequently addresses professional associations. George has also contributed to Harvard Business School in the Entrepreneurship through Acquisition program.
His valuation track record is backed by extensive market knowledge and real world transactional experience encompassing more than 2,500 business valuations across a broad range of industries, entities and ownership interests, including a large number of logistics and transportation companies, aerospace & defense, manufacturing businesses, and food and distribution industries to name a few.
George is an active member of the California Association of Business Brokers, the International Business Brokers Association (IBBA), the M&A Source, the Institute of Business Appraisers (IBA), the International Society of Business Appraisers (ISBA), and The National Equipment Business Brokers Institute (NEBBI).
After graduating from the Naval Academy of Argentina in ship design, George moved to the U.S. and studied Manufacturing Engineering at the University of California Irvine. He also studied Hydraulics Design at the Paul-Munroe Hydraulics School of Fluid Power, International Managerial Relations at the University of Southern California, and received his Mortgage Banking Certification at California State University, Fullerton.
2014 Chairman, The M&A Source Private Equity Expo
2014 Director, International Business Brokers Association (IBBA)
2014 Director, Veterans Small Business Association Foundation (VSBAF)
2013 Chairman, International Business Brokers Association (IBBA)
2009-2010 Chairman, The M&A Source
2008-2012 Director, California Association of Business Brokers (CABB)
Islander Yachts- Architectural design, Plant Superintendent, Design and manufacturing of pleasure Yachts
Mark Industries- Manufacturing Engineering Manager, Manufacturing Manager. Design and Manufacturing of self-propelled Hydraulic construction equipment
Lear Siegler- Manufacturing and Engineering Manager (multiple locations) Design and manufacturing of electronics and plastics components
Equity Lending & Investments- President & CEO of a multi-state mortgage banking organization branches throughout the west coast
Other Certifications & Licenses:
Master Captain’s License, Issue by US Coast Guard
Dive Master/Scuba Diver Instructor- PADI
Other Affiliations & Interests
Cruiser’s Chair 2017- Long Beach Yacht Club
Commodore 1995-Corsair Yacht Club,
George resides in Long Beach, California with his wife and partner, Dora. Together, they have raised four sons.
Dora Lanza - M&AMI, CBI, BCA, MEA
Principal & C.O.O.Dora Lanza co-founded Plethora Businesses after completing the divestiture of her previous company, a mortgage banking organization that grew from a single branch to a multi-branch company, with locations in three states and over 175 employees.
Since 1985, she has been working with business owners, as well as institutional and private investors. As the Operations Manager for Plethora Businesses, Ms. Lanza works with business owners and dealmakers in assessing the value of privately held companies, structuring and financing the complexities of the business transactions.
Ms. Lanza has been awarded the highly coveted designations of Merger and Acquisition Master Intermediary (M&AMI) by The M&A Source, and Certified Business Intermediary (CBI) by the International Business Brokers Association (IBBA). These designations have become the recognized symbols of professionalism in the M&A industry. Individuals who have been awarded these designations have met stringent documentation of completed M&A transactions and extensive educational requirements. She has received her senior appraiser certification in business valuations; is a machinery & equipment appraisals and a certified credit underwriter. In addition, Dora holds series 7 and 63 securities licenses and is a licensed real estate broker in the state of California.
As a nationally recognized lecturer and instructor; she leads educational seminars and workshops for M&A intermediaries on a regional and national basis. Ms. Lanza is an IBBA University and M&A Source Association faculty member, she writes and teaches courses to M&A Bankers, Business Professional Advisors and Broker Professionals. She is a popular speaker to professional groups on M&A subjects dealing with business sales, growth through acquisition, and negotiating the M&A process.
Ms. Lanza is member of the M&A Source organization (www.masource.org), the leading national association whose membership is made up exclusively of M&A intermediaries who specialize in lower middle market M&A transaction and serves as the Conference Planning Committee Chair. Ms Lanza is an active member of the International Business Brokers Association, the California Association of Business Brokers, serving on the Forms Committee; the Society of Business Analysts, the National Business Brokers Institute and the National Association of Women Business Owners (NAWBO) where she serves as the Chair of the Participating Organizations for its renown annual Remarkable Women’s Award Event.
Douglas is an accomplished professional with a diverse background in finance and entrepreneurship. In his current role as Associate, he specializes in M&A transactions and leads the team in deal sourcing, valuation, negotiation, and execution.
Prior to joining Plethora Businesses, Douglas held various positions in the finance industry. He served as a Senior Private Equity Associate at Avenue 4, where he specialized in private equity offerings for institutional investors. He also has experience as a Managing Director at DelMorgan & Co., successfully raising capital for growth-oriented companies in various industries, and as a Private Banker at Wells Fargo, where he developed and executed financial growth strategies and ensured compliance with government regulations.
Douglas earned his Bachelor’s degree in Entrepreneurship from the University of California, Irvine. He is skilled in mergers and acquisitions, deal structuring and negotiation, high-value sales and business development, banking and financial planning, as well as regulatory compliance.
Douglas holds FINRA securities licenses Series 63, Series 82, and Securities Industry Essentials (SIE) certifications, ensuring his expertise in the financial industry is both comprehensive and up-to-date.
In his free time, Douglas enjoys music and meditation
Ms. King has been involved in all aspects of the real estate and financial business for the last 40 years. After her graduation from the University of Southern California with a Bachelors and Masters of Business Administration with emphasis in Real Estate Finance, Ms. King worked at Coldwell Banker Commercial in Los Angeles where she managed a $100M+ portfolio of industrial, retail and office properties which included reporting to major insurance companies and asset managers. Ms. King then gained securities experience as a Vice President of Private Investments for E.F. Hutton where she assisted in the syndication of real estate, timber, films, oil and gas, cable, vineyard and biotech investments throughout the US with multinational investors. Since 1986, Ms. King as Vice President of RK Properties has been actively involved in sales and acquisitions, broker/dealer sales, loan negotiations, 401K, insurance and property management at RK Properties, a multifamily investment firm with investments throughout the US.
Ms. King currently holds a Direct Participation Representative and Principals Security License –Series 22 and 39. In addition, Ms. King is a real estate broker in the states of California, Nevada, Arizona and Florida.
Ms. King is involved in many non-profit groups benefiting children and the Arts and the business schools of CSULB and USC. She enjoys tennis, golf, skiing, scuba diving, fishing and motorcycle riding.
Director of Business Development
As Director of Business Development, David creates the company’s outreach strategies and oversees the marketing and sales team. He is also responsible for finding key players (“buyers”) making acquisitions in their respective industries, understanding their existing platform companies and recent acquisitions.
David began his career in graphic communications and has owned multiple companies providing artwork and production services to major movie studios, global advertising agencies and government procurement offices. His companies have been described by customers and trade publications as forward thinking and appeared on the Fortune 5000 fastest growing privately owned businesses. David has firsthand experience with brand development, operations, opportunity costs and growth. Before coming to Plethora Businesses, David was assisting business owners with business development, exiting strategies and the sale of their companies.
David is an alumnus of the Graziado School of Business and Management at Pepperdine University. He enjoys time with his family and traveling to the Pacific Northwest. David holds a life and health insurance license and is also a licensed Broker with the California Bureau of Real Estate.
As an Associate, it is Jeremy’s role to work with our strategic partners to help build their acquisition pipeline through researching companies that fit within their parameters and creating introductions with potential sellers.
Jeremy received his B.S. from California Polytechnic, San Luis Obispo and MBA in Marketing from National University. He has over 20 years of customer service and sales experience and is licensed with the DRE.
In his spare time Jeremy enjoys playing with his two sons, coaching baseball and soccer and spending time outdoors. He also enjoys volunteering at his church and has taken several trips to Mexico to help build homes and schools.
Managing Director of Business Development
Kimia began her career as the Director of Commercial Assets for nearly 10 years at a renowned REIT, The Moinian Group, and oversaw an $8 Billion commercial real estate portfolio. While there, she managed hundreds of employees and successfully completed a number of high-publicized deals. She spent the next several years working for Mark Cuban as an Executive Vice President of one of his financial firms called Motionloft. During her tenure there, she developed extremely effective strategies for selling companies and assets in various industries. She also assisted business owners and executives in selling their businesses the right way using a proven process while creating an exit strategy and business value improvement plan to secure their financial future and protect the legacy of their company. Additionally, she assisted company owners in raising capital in various stages of their business growth.
A seasoned professional with extensive sales experience, Kimia is armed with a resolute determination to achieve success in her field. She works tirelessly to successfully find the right deals for her buyers, to market each seller’s company with all tools at her disposal and to negotiate the best possible value for all her clients. Armed with fortitude, work ethic and personality to persuade by using facts and arguments to win, Kimia brings these extremely valuable talents to Plethora Businesses. Her investigative skills and motto of leaving no stone unturned translate to unprecedented results for her clients.
Kimia graduated magna cum laude with a B.A. degree in economics from New York University. She resides in New York City and is an avid runner that takes advantage of Central Park every opportunity she gets.
HR / Compliance Coordinator
Galilea is the Executive Assistant to George Lanza and is in charge of Human Resources and Compliance.
Galilea graduated cum laude with her B.S. from California State University of Long Beach. Her meticulous organization, proactive approach, and exceptional multitasking skills enable her to optimize workflow, streamline processes, and facilitate effective decision making within the company.
Outside of work, Galilea enjoys finding new coffee/food spots, going to the beach, attending sports events, watching movies, traveling, and socializing with her friends and family.
As Database Administrator and Data Analyst, Nuno’s role is to assure the the proper functionality of the CRM and Database and to analyse the business data in order to provide reports with the performance of the Operations.
Nuno is a Materials Engineer with background in Manufacturing and Construction. Most recently, Nuno worked as a Senior Operations Analyst in mining business. He has a Nanodegree in Data Analysis and is a Six Sigma Black Belt.
In his spare time, Nuno enjoys playing saxophone and guitar.
As an Analyst, Brandon is tasked with servicing clients through sell-side engagements by aligning exit strategies with a network of potential investors. He is responsible for analyzing financial statements, completing business appraisals, generating valuation models, and evaluating company trends in relation to revenues, expenses, and strategic positioning. He conducts in-depth industry research to provide support in the valuation presentations, negotiations, and to expand on his knowledge of individual financial sectors.
Brandon earned a B.S. in Business Administration with an emphasis in Finance from California State University of Long Beach. He also holds a Business Appraisal Certification and is licensed with the DRE. Currently, Brandon is actively pursuing FINRA Series 63 and 79 licenses, with aspirations to complete his MBA.
In his free time, Brandon enjoys camping, surfing, and boating.
As a financial analyst, Max works in our Buy-side department assisting our strategic partners in building their potential acquisition pipeline while developing key marketing materials.
Max, originally from Southern California, earned his Bachelor’s Degree in Finance from Cal Poly Pomona. He holds Series 63 and SIE FINRA securities licenses, as well as a DRE license and a Business Appraisal Certification. Max is currently working towards obtaining a Series 79 license and also holds a Resident Insurance Producer License.
Some of the things Max enjoys the most is watching and playing baseball and golf, traveling, having the opportunity to help others through finance, and spending time with his family.
Connor is responsible for helping bring together a synergistic fit between the firm’s sell-side clients and strategic acquirers. He is also tasked with performing in depth analysis of company financials.
Connor graduated from Washington College, Magna Cum Laude, with a B.A. in Economics and a minor in Finance on a full scholarship. He achieved a position in the Phi Beta Kappa Society, the oldest academic honor society in America. He is licensed with the DRE and is currently in pursuit of FINRA Series 63 and 79 licenses.
When not at work, Connor enjoys spending time with friends and family, watching movies, playing tennis, and finding good places to eat.
Christopher is responsible for analyzing financial statements, building operational models, as well as assisting with industry and market research.
Christopher is a graduate from California State University Fullerton (CSUF) with a B.A. in Business Analytics as a member of the Phi Theta Kappa honor society. He is licensed with the DRE and is currently in pursuit of FINRA Series 63 and 79 licenses.
In his spare time, Christopher enjoys watching football, playing golf, reading a good book, and occasionally convincing himself to exercise. Any additional free time is spent wrangling his three unruly dogs.
Daniel comes to Plethora with a diverse back ground of business and project development. He holds a Bachelors degree in Theology. He and his wife enjoy an occasional trip to Maui and living by the beach.
Regional Marketing Coordinator
Thomas Watkin joined Plethora Businesses as a Regional Marketing Coordinator. He has spent his career in customer service and customer appeasement. Tom is excited to apply his acquired skills and experience to help with marketing and business development.
Outside of work, Tom enjoys spending time with his wife, three young children and his dog. He considers himself fortunate to live in rural Maine where he is free to engage in a multitude of outdoor recreational activities.
Regional Marketing Coordinator
My name is Anna Woods, I have successfully raised two amazing children, and am the proud mommy to two sweet Pug pups. I have been a nurse for over 15 years serving the community in a hospital and homecare. I returned to college in 2018 and completed 2 years of pre-law. In 2020, I was recruited to head up the required covid testing for Indiana’s Professional Sports Teams, visiting teams, and special sporting events taking place in Indiana.
I am beginning a new adventure working alongside Plethora to help businesses find solutions for a better future. If you were to ask anyone about me they would tell you I am always eager to help, love to smile, laugh, and most of all I truly enjoy a good challenge!
Warehousing & Distribution Specialist
Leroy began his career in 1948 at the age of 16 working with a small grocery chain in Southern California and leaving as part of the management team five years later.
For two years he owned 50% of two small neighborhood grocery stores while also attending California State University L.A. In his third year of studies, Leroy was drafted and received an Honorable Discharge from the U.S. Navy in 1957.
In 1958, Leroy was the first employee of Trader Joe’s Markets/Pronto Markets, reporting directly to Joe Coulombe the founder for over thirty years. in 1979 the company was sold to a German Family in Essen, Germany, at that time Leroy was the largest stockholder in the minority stockholders group.
Throughout his forty-three tenure with Trader Joes’, Leroy opened and managed the first four stores, managed personnel, security, construction, distribution and real estate, maintenance and equipment. He also managed the buying department; created many new product lines from many countries; purchased and sold Cheese Licenses, purchased and applied for liquor licenses; and oversaw the warehouses, which included the closing and moving of several.
During the last six years with Trader Joe’s, Leroy was in charge of finding over fifty store locations including negotiating the leases and supervising the remodeling or the construction of new buildings. His last major project was relocating the corporate office building including supervising its construction from the ground up. Leroy retired as Senior VP of Operations in 2001, a key player in the 179 store chain with gross sales of $1.77 billion annually.
Over the past 13 years Leroy owned and operated an importing company of beer, wine and distilled spirits. Licensed in 30 states, the company imports products from England, Scotland, France, Spain, Argentina, Chile and New Zealand.
Leroy’s recreational interests include traveling, boating and winter activities with family and friends near his home at Lake Tahoe, NV.
Bernie has spent his last 45 years in the Wholesale Wine & Spirits industry. During that period he spent his first 12 years with NDC Distributing (Republic National today) and the last 33 with Southern Glazers Wine & Spirits.
During his 33 year with Southern Glazers the company has grown from $125 million/annually in Southern California to over $3 Billion/annually.
He built the #1 on-premise company in America. He dealt with the top restaurants, hotels, resorts, and venues while managing a staff of over 200 people.
Lead Staff Appraiser
George D. Abraham has been involved in the transfer of over 450 businesses and has appraised complete business as well as machinery and equipment for the past 38 years. Two of the appraisals Mr. Abraham was involved in passed the scrutiny of the World Bank. He has performed close to 2,000 appraisals for banks and SBA financing purposes. He has done several appraisals valued over $700 million. He has owned and operated several types of businesses throughout his career. His company was the first in the nation to develop and gain national attention for its unique and highly accurate business evaluation software programs that have been marketed to business brokers and appraisers all over the country. At present, the programs are being developed and marketed, under the supervision of Mr. Abraham, by John Wiley and Sons Publishing Company for worldwide distribution.
He has consulted with the nation’s top intermediaries, accountants, attorneys and appraisal companies, and his programs are being used in nearly 2,000 offices nationwide, as well as in Canada and England. Attorneys, accountants, and other clients retain him regularly for appraisals and consulting, as well as for court testimony as an expert witness, on the local, national and international level. He has previously served two consecutive terms as a board member and panel chairman for the Galveston Central Appraisal Review Board.
He is one of the founding charter members and a Past State President of the Texas Association of Business Brokers and served two consecutive terms as Vice President of Education. In July of 1997, Mr. Abraham was awarded a Life Membership from the Board of Directors for his contributions to the association. He has served on the National Board of Directors for the Institute of Certified Business Counselors for the past eight years as Vice President of Education and has served two consecutive terms and the National President (1998 to 2000). He is one of the first to qualify and receive the Board Certified Broker designation from the Texas Association of Business Brokers and one of the first to qualify for the Board Certified Intermediary designation by the International Business Brokers Association (IBBA). In the fall of 1994, Mr. Abraham was named a Fellow of the IBBA by its Board of Directors for his significant contribution to the association and business intermediary industry. He has conducted over 92 seminars on business valuation around the nation and in Canada and is a regular speaker at most of the national conventions for this industry. His articles on valuation, business transfers, business consulting and enhancements, and environmental concerns appear on a regular bases in most of the association newsletters in his industry. Because of his active participation as a consultant to business intermediaries around the country, he has developed an extensive database of financial and operating information.
His related activities enable him to remain current in industry trends, comparable sales information, comparative operation ratios and other factors necessary to effectively appraise and enhance going concerns.
In addition to valuation of complete businesses, Mr. Abraham also specializes in the valuation of machinery and equipment, business consulting and business enhancement programs and implementation. He is contracted on a regular basis to perform these assignments for other major valuation firms. Mr. Abraham has extensive national and international consulting experience. The work he has performed has labeled Mr. Abraham as a turnaround specialist in privatization and he was listed as one of the top appraisers in 1993 in the Turnarounds & Workouts news publication.
The types of oilfield appraisals and enhancement consulting that Mr. Abraham has been involved in include drilling rigs, well service rigs, refineries, pipelines, rental company inventory, oil and gas production equipment and offshore oil transportation equipment. In addition to equipment used in exploration or production, he has had experience appraising machinery and equipment used to manufacture oilfield equipment. Mr. Abraham has performed appraisals in the United States, Canada, Mexico, Argentina and the Bahamas. Two of his international appraisal and enhancement consulting assignments were for government owned oil companies to obtain financing through the World Bank for the country’s privatization efforts.
Lamar Tech University, 1966-67 – Economics Major
University of Houston, 1967-70 – Economics Major
DESIGNATIONS AND LICENSES (Past and Present)
Accredited in Business Appraisal, A.I.B.A., Institute of Business Appraisers
Board Certified in Business Appraisal, B.C.B.A., National Society of Appraiser Specialists
Master Certified Business Counselor, M.C.B.C., Institute of Certified Business Counselors
Certified Business Counselor, C.B.C., Institute of Certified Business Counselors
Certified Senior Business Appraiser, C.S.B.A., Society of Business Analysts
Accredited in Appraisal Review, A.A.R., National Society of Appraiser Specialists
Certified Environmental Inspector, C.E.I., National Society of Appraiser Specialists
Board Certified Broker, B.C.B., Texas Association of Business Brokers
Certified Business Intermediary, Fellow F.C.B.I., International Business Brokers Association
Certified State Property Tax Consultant, S.P.T.C., Texas Department of Licensing and Regulations
Certified Farm Equipment Appraiser, C.F.E.A., American Society of Farm Equipment Appraisers
Senior Business Analyst, S.B.A., Society of Business Analysts
Texas Real Estate Broker
Nevada Real Estate Broker-Salesman
Registered Professional Member, National Association of Real Estate Appraisers
Certified Machinery & Equipment Appraiser and Broker, C.M.E.A., National Equipment Business Bureau Institute
PROFESSIONAL AND TRAD AFFILIATIONS (Present and Historical)
Texas Association of Business Brokers, Charter Member
Past State President, 1985-86
State Vice President of Education, 1991-92, 1992-93
Past State Vice President and Treasurer, 1984-85
Past Chapter Chairman, 1983-84
Past Chapter Treasurer, 1982-83
Chairman of various committees, 1981-85
Institute of Business Appraisers
International Business Brokers Association, Co-Chair, Fellow’s Committee, 2005-Present
Institute of Certified Business Counselors
Previously on the National Board of Directors, 1990-2000
Past President, September 1998 to September 2000
National Vice President of Education, 1992-98
Accredited Review Appraisers Council
National Association of Real Estate Appraisers
Environmental Assessment Association
Galveston Central Appraisal Review Board
Member Appraisal Review Board, 1990-91
Panel Chairman, Industrial Appraisal Review Board, 1991-93
Medical Practice Valuation Study Group
Small Business Survival Committee
Chief Executive Officer’s Club
Alliance of Merger and Acquisition Advisors, AMAA
National Association of Certified Valuation Analysts, NACVA
Senior Business Appraiser
As a seasoned business appraiser, Hans Schroeder is the developer of the proprietary system of software and integrated market data used in every Plethora valuation. Hans has been a business valuation analyst for over 30 years. Prior to working with Plethora, he was involved in systems and software development for many years, and founded several software companies in Boston, Washington, DC, and California. He authored a software system for commercial credit analysis that was used in over 10,000 banking locations and in over half of the 100 largest banks in the world. Hans has written articles published in valuation journals, and has spoken to many professional groups.
EDUCATION AND CREDENTIALS
Massachusetts Institute of Technology: S.B. Qualitative Option, S.M. Sloan School (Sloan Scholar as undergraduate)
American Society of Appraisers (ASA): Accredited Senior Appraiser (ASA)
Construction Financial Management Association: Member
Our knowledgeable staff of transaction veterans offers over 300 years of combined experience in related fields of business ownership, business sales and consultative advisory services. In the last 15 years, we have become a top choice as trusted consultants to business owners and have earned a reputation for providing confidential and reliable professional services to our clients.